UBS Banking Careers – Registered Client Service Associate

Job Description:

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

Job Responsibilities:

• enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors
• collect the right documentation for opening new accounts and service requests
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• keep contact management systems up-to-date with client information
• organize logistics of team marketing events, develop and maintain team marketing materials
• provide the team with a detailed calendar of activities

Job Requirements:

• ideally 3-5 years of client service experience
• series 7 and 66 licensed required for Registered CSAs only
• college degree is preferred
• proficient in Microsoft Office Suite and other technologies
• detail and service oriented (nothing gets past you)
• good written and verbal communication skills
• team player with good interpersonal skills

Job Details:

Company: UBS

Vacancy Type:  Full Time

Job Location: Chicago, IL, US

Application Deadline: N/A

Apply Here

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